Case Study: Making Menopause Work saves time and stays organized with Capsule CRM

How Making Menopause Work uses Capsule to save time, cut costs, and always stay on track

Making Menopause Work, a training organization helping businesses create more inclusive workplaces for employees experiencing menopause, needed a better way to manage a growing number of client inquiries, custom sessions, and follow-ups without losing track of opportunities. As the business expanded, the team wanted clearer processes, stronger visibility, and a system that would keep everyone aligned on responsibilities.

Capsule CRM, along with its integrated email marketing tool Transpond, was used to centralize client information, automate workflows with Tasks and Tracks, and track newsletter engagement in one place. As a result, Making Menopause Work improved organization, reduced repetitive admin and costs, saved time, and delivered more personalized client service, while generating inquiries from nearly every newsletter sent.

Making Menopause Work

Lynda Bailey

Director